ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.34B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$33.1M
3
+$23.8M
4
CSCO icon
Cisco
CSCO
+$20M
5
BMY icon
Bristol-Myers Squibb
BMY
+$17.9M

Top Sells

1
+$45M
2
+$36.2M
3
+$31.4M
4
PSX icon
Phillips 66
PSX
+$30.9M
5
AMED
Amedisys
AMED
+$17.7M

Sector Composition

1 Technology 18.34%
2 Financials 17%
3 Healthcare 12.62%
4 Consumer Staples 10.07%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$961K 0.02%
+29,697
377
$951K 0.02%
38,732
-1,517
378
$931K 0.01%
+7,333
379
$931K 0.01%
2,599
+108
380
$928K 0.01%
17,798
-862,400
381
$926K 0.01%
16,270
-107,740
382
$915K 0.01%
63,429
+5,412
383
$909K 0.01%
11,390
-535
384
$893K 0.01%
+7,782
385
$893K 0.01%
17,688
-2,392
386
$891K 0.01%
23,621
-212
387
$889K 0.01%
29,540
-1,342
388
$888K 0.01%
36,590
+14,375
389
$876K 0.01%
22,527
+3,737
390
$866K 0.01%
26,522
+2,180
391
$856K 0.01%
22,733
-696
392
$847K 0.01%
27,237
-1,330
393
$846K 0.01%
3,087
+1,117
394
$841K 0.01%
+26,002
395
$838K 0.01%
11,836
+6,353
396
$837K 0.01%
7,795
-7,649
397
$824K 0.01%
93,438
+8,995
398
$817K 0.01%
+113,317
399
$812K 0.01%
+78,410
400
$811K 0.01%
21,268
+1,455
14 15
16
17 18